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KEF

Korea Equity Fund

Delisted

KEF was delisted on the 17th of July, 2017.

18 hedge funds and large institutions have $49.1M invested in Korea Equity Fund in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

4% less capital invested

Capital invested by funds: $51.2M → $49.1M (-$2.15M)

18% less funds holding

Funds holding: 2218 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$28.1M -$303K -40,873 -1%
Lazard Asset Management
2
Lazard Asset Management
New York
$12.8M +$37K +4,990 +0.3%
1CP
3
1607 Capital Partners
Virginia
$3.92M +$141K +19,079 +4%
GFM
4
Gramercy Funds Management
Connecticut
$1.68M
SO
5
STRS Ohio
Ohio
$836K
Wells Fargo
6
Wells Fargo
California
$681K
Morgan Stanley
7
Morgan Stanley
New York
$299K -$11.9K -1,611 -4%
CL
8
CSS LLC
Illinois
$161K
KIM
9
Karpus Investment Management
New York
$158K +$29.1K +3,920 +21%
FWSM
10
First Wilshire Securities Management
California
$138K
GC
11
Guggenheim Capital
Illinois
$112K +$3.95K +533 +3%
BIA
12
Barry Investment Advisors
Massachusetts
$83K -$2.89K -390 -3%
UBS Group
13
UBS Group
Switzerland
$44K +$15.1K +2,036 +47%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$26K
Bank of America
15
Bank of America
North Carolina
$20K -$55K -7,416 -73%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$9K
HCM
17
Highlander Capital Management
New Jersey
$5K
Citigroup
18
Citigroup
New York
$4K -$489 -66 -11%
WAM
19
Wolverine Asset Management
Illinois
-$5K -826 Closed
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
-$4.29K -519 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$1K -89 Closed

KEF Hedge Fund Activity: Q4 2015 in Review

18 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Korea Equity Fund (KEF) for Q4 2015, worth a combined $49.1M — down 4.2% from $51.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of KEF and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was 1607 Capital Partners, adding an estimated $141K. The largest seller was City of London Investment Management, cutting an estimated $303K.

  • 18 institutional investors held Korea Equity Fund (KEF) as of Q4 2015, down from 22 in Q3 2015.
  • Funds reported $49.1M of Korea Equity Fund stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 0 funds opened new Korea Equity Fund positions in Q4 2015 and 4 closed out, a net change of -4 holders.
  • The largest Korea Equity Fund buyer in Q4 2015 was 1607 Capital Partners, an estimated $141K added.
  • The largest Korea Equity Fund seller in Q4 2015 was City of London Investment Management, an estimated $303K sold.

Based on aggregated 13F filings for Q4 2015.